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IBMIBM
21 quarters

Position history for Capital Wealth Planning, LLCCapital Wealth Planning, LLC's holdings in INTL BUSINESS MACHINES CORP

Capital Wealth Planning, LLC holds 2.3M shares of IBM (INTL BUSINESS MACHINES CORP), worth $654.4M as of 2026-Q2. The position was decreased (-12.2% shares). IBM represents 3.3% of Capital Wealth Planning, LLC's portfolio.

Current Value

$654.4M

Current Shares

2.3M

Total Value Change

+$619.4M

Total Shares Change

+2.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.3M
-12.2%
$654.4M3.3%$279.21
0
2026-Q1
Increased
2.6M
+8.4%
$642.3M3.5%$238.91
63
2025-Q4
Increased
2.4M
+12.2%
$719.4M4.7%$290.30
65
2025-Q3
Decreased
2.2M
-6.1%
$614.4M4.3%$275.01
0
2025-Q2
Increased
2.3M
+9.5%
$683.5M5.4%$285.38
67
2025-Q1
Increased
2.1M
+2.2%
$526.6M4.6%$239.14
59
2024-Q4
Increased
2.1M
+3.9%
$455.7M4.2%$210.02
60
2024-Q3
Increased
2M
+26.4%
$441M4.1%$209.56
71
2024-Q2
Increased
1.6M
+8.8%
$273M2.9%$162.51
58
2024-Q1
Increased
1.5M
+37.2%
$277M3.0%$177.67
69
2023-Q4
New
1.1M
-
$172.9M2.0%$150.80
70
2021-Q3
Exited
0
-100.0%
$00.0%$109.69
0
2021-Q2
Unchanged
2,328
0.0%
$342,0000.0%$114.42
0
2021-Q1
Decreased
2,328
-1.5%
$310,0000.0%$102.87
0
2020-Q4
Increased
2,363
+17.7%
$280,0000.0%$95.89
27
2020-Q3
Decreased
2,008
-12.9%
$244,0000.0%$91.36
0
2020-Q2
Decreased
2,306
-45.8%
$279,0000.0%$89.51
0
2020-Q1
Decreased
4,257
-17.6%
$472,0000.0%$81.13
0
2019-Q4
Decreased
5,168
-98.2%
$693,0000.0%$97.02
0
2019-Q3
Increased
292,735
+15.5%
$39.2M2.5%$104.03
57
2019-Q2
New
253,399
-
$34.9M2.5%$97.50
75

Other major holders of IBM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC

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